Voloridge Investment Management
HRTG icon

Voloridge Investment Management’s Heritage Insurance Holdings HRTG Stock Holding History

Voloridge Investment Management’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-38,528
Closed -$1.13M – 1126
2025
Q4 		$1.13M Buy
38,528
+11,015
+40% +$298K ﹤0.01% 990
2025
Q3 		$693K Sell
27,513
-17,074
-38% -$388K ﹤0.01% 1078
2025
Q2 		$1.11M Buy
+44,587
New +$952K ﹤0.01% 1016

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BlackRock
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Dimensional Fund Advisors
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VCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Voloridge Investment Management's HRTG Position: Q1 2026 in Review

Voloridge Investment Management sold out of Heritage Insurance Holdings (HRTG) in Q1 2026, closing a stake of 38,528 shares — an estimated $1.13M sold.

Voloridge Investment Management first reported a position in HRTG in Q2 2025 and held it in 3 quarters. The position peaked at $1.13M in Q4 2025. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Voloridge Investment Management reported no remaining Heritage Insurance Holdings position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 38,528 Heritage Insurance Holdings shares in Q1 2026, an estimated $1.13M.
  • Voloridge Investment Management first reported a position in Heritage Insurance Holdings in Q2 2025 and held it in 3 quarters.
  • Voloridge Investment Management's Heritage Insurance Holdings position peaked at $1.13M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.